PowerOffice

Getting Started with PowerOffice

Prerequisites

A PowerOffice account

In order to use PowerOffice with Make, you must have a PowerOffice account. Currently you can request access to PowerOffice here or an existing user must invite you.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting PowerOffice to Make

To connect your PowerOffice account to Make you must obtain both an Application Key and Client Key.

Go to Make and open PowerOffice module you want to use.
Next to Connection, click Add.
In the Connection name field, enter a name for the connection.
Currently, to receive an application key and client key you must email PowerOffice support at [email protected].
Once you have received your keys, enter them in the connection dialog box.
Click Save.

You have now successfully established the connection.

Imports

Import a File

Imports a new file.

Connection	Establish a connection to your PowerOffice account.
File	Enter (map) the file you want to import. Choose both a File Name and File Data.
Import File Type	Select the import file type. Standard Import File: PowerOffice's standard import format either as a excel (.xlsx) file or a .csv file. Invoice PDF ZIP File: Zip file containing invoice PDF files. Nets OCR File: Nets OCR file containing incoming payments.
Type	Select the type. None: No import type - validation value Outgoing Voucher: Import containing Outgoing vouchers (Invoice / Credit note) to customers. Payroll: Import containing payroll journals. Cash: Import containing cash journals. Year End: Import containing year end journals. Voucher Journal: Import containing manual journals.
Description	Enter a description for your import.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your PowerOffice account.
URL	Enter a path relative to `https://api-demo.poweroffice.net`. For example, `/Customer/` Notice For the list of available endpoints, refer to the PowerOffice API Documentation.
Method	Select the HTTP method you want to use: `GET` to retrieve information for an entry. `POST` to create a new entry. `PUT` to update/replace an existing entry. `PATCH` to make a partial entry update. `DELETE` to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of use - List Customers

The following API call returns all the customers from your PowerOffice account:

URL: /Customer/

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > data. Our example returned 21 customers:

In this section: